Lori Lindley Joins Tolleson as Managing Director

Tolleson Wealth Management is pleased to announce that Lori Lindley has joined the firm as Managing Director on the Client Advisory Team. In this role, she serves as a senior advisor, primary point of contact, and strategist for clients’ wealth management needs, working closely with families to help navigate the complexities of wealth through personalized guidance and customized family office services. 

Prior to joining Tolleson Wealth Management, Lori developed deep experience over her career at J.P. Morgan, where she advised family offices, business owners, affluent individuals, private equity professionals, and institutional investors. Most recently, she served as an Executive Director in the Private Bank, delivering tailored advice across investment management, lending, banking, estate planning, tax planning, and charitable giving. Earlier in her career, she worked in investment banking and commercial banking, providing capital advisory, financing solutions, and strategic guidance to a broad range of businesses and institutional clients. 

“Lori’s experience advising families, combined with her ability to build trusted relationships, makes her a strong addition to our Client Advisory Team,” said Pete Chilian, President and Chief Investment Officer of Tolleson Wealth Management. “Her perspective and commitment to serving clients will be valuable assets to both the families we serve and our team.” 

A Dallas native, Lori earned a Bachelor of Business Administration in Finance from the McCombs School of Business at The University of Texas at Austin. She is actively involved in the community as a founding board member of Texas Wall Street Women, where she also serves as a Texas Angel, and as a board member of Capital for Kids, an organization dedicated to creating opportunities for underserved children across North Texas.